PWMG
TMP icon

Private Wealth Management Group’s Tompkins Financial TMP Stock Holding History

Private Wealth Management Group’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.42K Hold
56
– – ﹤0.01% 820
2025
Q4 		$4.06K Hold
56
– – ﹤0.01% 856
2025
Q3 		$3.71K Hold
56
– – ﹤0.01% 909
2025
Q2 		$3.51K Hold
56
– – ﹤0.01% 903
2025
Q1 		$3.53K Hold
56
– – ﹤0.01% 862
2024
Q4 		$3.8K Hold
56
– – ﹤0.01% 853
2024
Q3 		$3.24K Hold
56
– – ﹤0.01% 892
2024
Q2 		$2.74K Buy
56
+44
+367% +$2.03K ﹤0.01% 940
2024
Q1 		$604 Hold
12
– – ﹤0.01% 1400
2023
Q4 		$723 Buy
+12
New +$652 ﹤0.01% 1370

Other funds holding TMP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return